Event Recap
Event Recap: How AI is Transforming Financial Planning – Insights from Craig Kirkpatrick
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
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March 14, 2025
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
